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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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Many readers have been asking me for scripts that cover the first phone call to a new referral prospect. Obviously, this first call will vary greatly for a number of reasons: The nature of your business, the circumstances of the referral, and whether or not your client introduced you in some way — just to name a few.
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CAMPAIGN MASS MAILER Dear (Customer Name): WE'RE ACTIVE, NOT REACTIVE Your insurance premium must be due - you've heard from your insurance agent. Is this your experience with insuranc...
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CAN HOW YOU HANDLE A CLAIM CAUSE AN E&O CLAIM? by Curtis Pearsall Definitely! This has developed into a significant issue for agents and is a current E&O hotspot. Approximately 10% of E&O...
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CAN YOU DO BUSINESS AT A FAMILY EVENT? by Bill Cates You can - but be very careful! If your friends perceive you as trying to do business at a wedding, it could hurt your chanc...
3 Verified Reviews - 5 of 5.0
CAN YOUR AGENCY BECOME PARTNERS WITH A BANK? by Roger Thomas Are you an agent who wants to sell to, or partner with, a bank? If so, you're probably searching for a banker who is in...
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CANCELLATION - INVOICE Dear (Customer Name), RE: The process of cancellation of the above policy is now complete, and enclosed is our invoice for the additional premium due at this time. Thank ...
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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...
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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...
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The process of cancellation of the above policy is now complete, and enclosed is our check for the return premium of ( ).
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CANCELLATION REQUEST - POLICY RELEASE FORM Dear (Customer Name), RE: Because the above mentioned policy is a three-year policy and you have advised us that you do not wish to renew this policy ...